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Get Institutions for : 
ishares tr S&P 500 BARRA GR (IVW)  
$80.81 0.43 (0.53%) as of 4:30 Wed 5/1


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1447    18
Total shares held : 
 340,552,162  
% of shares held : 
 66.47%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   25  
Amount of shares held : 
 2,795,000  
% of shares held change : 
   0.55%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $68.73  
Last Quarter's Ending Price : 
 $75.10  
Last Quarter's Average Price : 
 $71.18  
Change from last quarter's     
avg. price to the last closing  : 
9.63 (13.53%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
67
 1,530,066
 0.45%
 
Increased Positions :
517
 15,826,812
 4.65%
 
Unchanged Positions :
353
 8,966,313
 2.63%
 
Decreased Positions :
510
-13,571,641
-3.99%
 
Closed Positions :
49
-990,237
-0.29%
 
Guru Positions :
1
4,309
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ENVESTNET ASSET MANAGEMENT INC 22 - 2023-12-31 21,548,126 $1,618,264,000 -142,445
   WELLS FARGO & CO/MN 68 - 2023-12-31 15,600,583 $1,171,604,000 -42,980
   JONES FINANCIAL COMPANIES LLLP 18 - 2023-12-31 12,863,622 $966,058,000 -5,110,863
   AMERIPRISE FINANCIAL INC 141 - 2023-12-31 7,121,845 $534,865,000 -1,927,106
   M&T BANK CORP 11 - 2023-12-31 5,159,252 $387,459,000 -116,192
   PNC FINANCIAL SERVICES GROUP INC 62 - 2023-12-31 5,020,008 $377,003,000 -19,370
   Advisor Group Holdings Inc. 29 - 2023-12-31 3,869,378 $290,643,000 -1,096,184
   MARINER WEALTH ADVISORS, LLC 25 - 2023-12-31 3,759,278 $282,322,000 -90,729
   BLACKROCK INC. 1423 - 2023-12-31 3,624,246 $272,181,000 -248,162
   REGIONS FINANCIAL CORP 9 - 2024-03-31 3,021,309 $255,119,000 -42,528
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 29 - 2023-09-30 3,375,249 $230,935,000 -25,388
   COMMONWEALTH EQUITY SERVICES LLC. 40 - 2023-12-31 2,831,843 $212,671,000 -84,761
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 70 - 2024-03-31 2,408,561 $203,379,000 -310,395
   HB Wealth Management LLC 8 - 2023-12-31 2,640,236 $198,283,000 -21,486
   FMR LLC 829 - 2023-12-31 2,166,077 $162,672,000 -9,816
   HIGHTOWER ADVISORS, LLC 99 - 2023-12-31 1,776,928 $133,446,000 -23,769
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 70 - 2023-12-31 1,686,803 $126,679,000 -22,344
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 14 - 2023-12-31 1,468,236 $110,265,000 -30,887
   THRIVENT FINANCIAL FOR LUTHERANS 137 - 2023-12-31 1,212,713 $91,076,000 -48,790
   COURIER CAPITAL CORP 1 - 2024-03-31 1,059,991 $89,506,000 -10,268
   LVZ Advisors Inc. 2 - 2024-03-31 978,251 $82,604,000 -100,430
   FIFTH THIRD BANCORP 87 - 2024-03-31 897,959 $75,824,000 -45,834
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 70 - 2024-03-31 786,811 $66,438,000 -9,606
   MONETA GROUP INVESTMENT ADVISORS INC 21 - 2023-12-31 848,907 $63,753,000 -4,161
   Cetera Investment Advisers 31 - 2023-12-31 847,249 $63,628,000 -15,863
   VALMARK ADVISERS INC 20 - 2023-12-31 829,579 $62,301,000 -37,889
   Stegner Investment Associates Inc. 1 - 2024-03-31 657,847 $55,549,000 -25,579
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 963 - 2023-12-31 677,391 $50,872,000 -60,125
   ARVEST TRUST CO N A - 2023-12-31 658,035 $49,418,000 -14,222
   HANSON MCCLAIN, INC. 36 - 2024-03-31 576,965 $48,719,000 -20,048
   FIRST HAWAIIAN BANK 9 - 2024-03-31 529,498 $44,711,000 -101,868
   CAPTRUST FINANCIAL ADVISORS 136 - 2023-12-31 561,844 $42,194,000 -34,351
   MERCER GLOBAL ADVISORS INC /ADV 114 - 2023-12-31 557,365 $41,858,000 -34,815
   NORTHERN OAK CAPITAL MANAGEMENT INC 2 - 2023-12-31 534,167 $40,116,000 -6,397
   BABSON CAPITAL MANAGEMENT LLC 14 - 2023-12-31 520,665 $39,102,000 -36,454
   NORTH STAR INVESTMENT MANAGEMENT CORP. 3 - 2023-12-31 519,441 $39,010,000 -4,632
   MULTIFINANCIAL SECURITIES CORP 33 - 2023-12-31 516,921 $38,821,000 -40,934
   CAPITAL ADVISORS INC/OK 40 - 2023-12-31 506,123 $38,010,000 -38,363
   TRIAD FINANCIAL ADVISORS INC. 2 - 2023-09-30 552,859 $37,827,000 -6,058
   Probity Advisors Inc. 2 - 2023-12-31 503,349 $37,802,000 -31,398
   Connecticut Wealth Management LLC 11 - 2023-12-31 470,553 $35,338,000 -5,538
   AMARILLO NATIONAL BANK 5 - 2024-03-31 409,539 $34,581,000 -2,553
   FINANCIAL LIFE ADVISORS 1 - 2024-03-31 395,968 $33,436,000 -13,447
   GREENLEAF TRUST 20 - 2023-12-31 438,741 $32,949,000 -30,633
   Quantitative Strategies Inc. 2 - 2023-12-31 426,030 $31,995,000 -5,822
   MILESTONE GROUP INC 12 - 2023-12-31 419,030 $31,469,000 -34,367
   BUSEY TRUST CO 19 - 2024-03-31 364,779 $30,802,000 -1,101
   MV Capital Management Inc. 6 - 2024-03-31 359,788 $30,381,000 -5,040
   FINANCIAL ENGINES ADVISORS L.L.C. 54 - 2023-12-31 385,633 $28,961,000 -64,037
   AE Wealth Management LLC 147 - 2023-12-31 367,171 $28,790,000 -166,563
   SUMMIT INVESTMENT ADVISORS INC 11 - 2023-12-31 370,232 $27,804,000 -26,152
   LMG Wealth Partners LLC - 2023-12-31 365,298 $27,434,000 -1,406
   CITIGROUP INC 481 - 2023-12-31 360,048 $27,040,000 -13,756
   FIRST MERCHANTS CORP 9 - 2024-03-31 314,702 $26,573,000 -8,256
   H D Vest Advisory Services 51 - 2023-12-31 346,111 $25,993,000 -32,969
   BKD WEALTH ADVISORS LLC 29 - 2024-03-31 305,596 $25,804,000 -12,892
   Clear Creek Financial Management LLC 4 - 2024-03-31 300,378 $25,364,000 -12,142
   PAYDEN & RYGEL 11 - 2023-12-31 316,590 $23,776,000 -20,594
   KWMG LLC 9 - 2024-03-31 274,833 $23,207,000 -3,158
   Silicon Valley Capital Partners 8 - 2023-12-31 302,359 $22,707,000 -3,986
   COLONY GROUP LLC 82 - 2023-09-30 318,562 $21,796,000 -10,736
   GHP INVESTMENT ADVISORS INC 11 - 2024-03-31 251,936 $21,273,000 -5,297
   Halpern Financial Inc. 6 - 2024-03-31 250,404 $21,112,000 -5,590
   Green Square Asset Management LLC 1 - 2023-12-31 277,297 $20,825,000 -273,939
   DROMS STRAUSS ADVISORS INC /MO/ /ADV 4 - 2023-12-31 273,945 $20,573,000 -7,574
   OHE FINANCIAL INC 7 - 2023-12-31 264,897 $19,894,000 -11,360
   SPC FINANCIAL, INC. 16 - 2023-12-31 259,590 $19,495,000 -4,808
   CI Private Wealth LLC 392 - 2023-12-31 254,425 $19,107,000 -320,614
   SEI INVESTMENTS CO 584 - 2023-12-31 251,113 $18,859,000 -9,522
   Miracle Mile Advisors LLC 50 - 2024-03-31 222,111 $18,755,000 -2,991
   Per Stirling Capital Management LLC. 4 - 2023-12-31 243,569 $18,292,000 -106,349
   UMB BANK N A/MO 71 - 2024-03-31 213,026 $17,988,000 -9,310
   Beacon Pointe Advisors LLC 121 - 2023-12-31 226,264 $16,992,000 -316,060
   Alera Investment Advisors LLC - 2023-12-31 226,222 $16,989,000 -2,881
   Sigma Planning Corp 9 - 2023-12-31 220,694 $16,574,000 -228,445
   Financial Advisory Service Inc. - 2023-12-31 206,975 $15,544,000 -4,134
   Cresset Asset Management LLC 148 - 2023-12-31 203,441 $15,278,000 -3,153
   Sunbelt Securities Inc. 7 - 2024-03-31 180,569 $15,247,000 -9,223
   Gladstone Institutional Advisory LLC 21 - 2023-12-31 197,566 $14,837,000 -12,054
   Nelson Van Denburg & Campbell Wealth Management Gr 26 - 2023-12-31 197,475 $14,830,000 -1,719
   MCMORGAN & CO LLC 11 - 2023-12-31 197,281 $14,816,000 -11,589
   Ironwood Wealth Management llc 5 - 2024-03-31 171,754 $14,503,000 -434
   Adaptive Financial Consulting LLC 5 - 2023-12-31 192,808 $14,480,000 -2,450
   Guidance Point Advisors LLC 4 - 2023-12-31 190,559 $14,315,000 -2,444
   Rodgers & Associates LTD 18 - 2023-12-31 190,587 $14,313,000 -5,005
   CULLEN FROST BANKERS INC 110 - 2023-12-31 189,913 $14,262,000 -8,957
   Financial Advocates Investment Management 14 - 2023-12-31 183,775 $13,894,000 -32,368
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 29 - 2023-12-31 184,528 $13,858,000 -4,283
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 21 - 2024-03-31 156,040 $13,176,000 -1,672
   EisnerAmper Wealth Management Corporate Benefits L 4 - 2023-12-31 175,092 $13,149,000 -24,046
   SILVERCREST ASSET MANAGEMENT GROUP LLC 213 - 2023-12-31 174,708 $13,121,000 -23,345
   Sterling Financial Planning Inc. 4 - 2023-12-31 172,690 $12,969,000 -1,439
   BBJS FINANCIAL ADVISORS LLC 5 - 2023-12-31 167,534 $12,582,000 -1,344
   INSTRUMENTAL WEALTH LLC - 2023-12-31 153,493 $12,035,000 -1,529
   PEAPACK GLADSTONE FINANCIAL CORP 124 - 2023-12-31 159,166 $11,953,000 -1,618
   Avitas Wealth Management LLC 10 - 2024-03-31 140,485 $11,863,000 -48,608
   Willis Johnson & Associates Inc. 22 - 2024-03-31 140,484 $11,862,000 -14,943
   Carl P. Sherr & Co. LLC 2 - 2023-12-31 157,703 $11,844,000 -7,669
   GOELZER INVESTMENT MANAGEMENT, INC. 22 - 2023-12-31 157,424 $11,823,000 -2,771
   Perkins Coie Trust Co 6 - 2024-03-31 138,021 $11,654,000 -6,828
  100 Records found
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